A detailed history of Gilliland Jeter Wealth Management LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Gilliland Jeter Wealth Management LLC holds 11,500 shares of SOFI stock, worth $177,100. This represents 0.06% of its overall portfolio holdings.

Number of Shares
11,500
Previous 6,000 91.67%
Holding current value
$177,100
Previous $47.2 Million 275.53%
% of portfolio
0.06%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025

BUY
$7.63 - $16.88 $41,965 - $92,840
5,500 Added 91.67%
11,500 $177 Million
Q3 2024

Oct 18, 2024

BUY
$6.32 - $8.19 $37,920 - $49,140
6,000 New
6,000 $47.2 Million

Others Institutions Holding SOFI

About SoFi Technologies, Inc.


  • Ticker SOFI
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 799,630,016
  • Market Cap $12.3B
  • Description
  • SoFi Technologies, Inc. provides digital financial services. It operates through three segments: Lending, Technology Platform, and Financial Services. The company's lending and financial services and products allows its members to borrow, save, spend, invest, and protect their money. It offers student loans; personal loans for debt consolidation...
More about SOFI
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